Future Branches 2017

December 04-December 06, 2017

Hyatt Regency Austin, TX

1 (888) 482.6012

Dena Roten
Dena Roten
Managing Director, Retail Banking
Citibank
Daniel Hoke
Daniel Hoke
Senior Vice President, Strategic Planning Manager, Community Banking & Branch Delivery
US Bank
Ethan  Wingfield
Ethan Wingfield
Sr. Director, Retail Banking
Capital One
Andres Cueto
Andres Cueto
SVP, Director of ATM Channel and Branch Strategy & Design
BBVA Compass
Andres joined BBVA Compass in 2010, and is SVP and Director of New Distribution Models. Andrés’ responsibilities include leading the Open Platform and the Strategic Alliance initiatives. In those capacities, he is tasked with partnering with fintech companies and incorporating their innovation into the bank’s services and products. He is also charged with connecting to the innovation community of developers and entrepreneurs, in order to form an ecosystem where partnerships and ideas about the future of banking can flourish. Andrés also leads key Business Innovation projects such as voice-assisted virtual assistant for mobile banking and tablet-based consumer banking sales tools. Prior to joining the bank, Andrés had successful career in architecture and real estate development. In 2013 he was he was recognized as one of Houston’s top "40 under 40" professionals by the Houston Business Journal for his work at BBVA Compass and his involvement in the Houston community. - See more at: http://netfinance.wbresearch.com/Speakerinfo.Aspx?tp_spkid=138381&eventi...
Patrick Myron
Patrick Myron
SVP, Retail Network Strategy & Sales Analytics
Rockland Trust Company

Patrick Myron is currently the Senior Vice President of Retail Network Strategy and Sales Analytics at Rockland Trust in Boston, MA.   Previously, Patrick spent 11 years at Fifth Third Bank where he was responsible for branch distribution and their branch of the future.  At Rockland Trust, Patrick is responsible for optimizing the Retail Network as well as defining the future strategy of the branch.  Patrick has over 20 year’s experience in Distribution Planning and Sales Analytics and has spoken throughout the industry on branch transformation, branch of the future and distribution planning. 

James Lee
SVP, Director | Retail Business Services
Comerica Bank
Simon Griffiths
Simon Griffiths
Executive Vice President, Head of Retail Distribution
Citizens Bank
Doug Sprecher
Doug Sprecher
Senior Branch and ATM Strategy Vice President
First Citizens Bank
Stephen Griffin
Stephen Griffin
SR VP Retail Distribution Strategy
Regions
Ben Hopper
Ben Hopper
Vice President, Retail Strategy and Transformation
First Tennessee Bank
Anne Witherspoon
Anne Witherspoon
Senior Vice President
Texas Capital Bank
Lea Ammerman
Lea Ammerman
Executive Vice President of Member Services
Michigan State University Federal Credit Union
Lea Ammerman serves as the Executive Vice President of Member Services at Michigan State University Federal Credit Union (MSUFCU). Ammerman has worked in the financial industry since 1989, with experience as a teller, loan officer, branch manager, and as an executive. She began at MSUFCU in 2002 and currently oversees the member-facing areas of the Credit Union, including branches, call center, eServices, and specialty and support services. Ammerman is extremely active in the Greater Lansing and Michigan State University (MSU) communities. She recently served on the MSU Executive MBA Alumni Association Board of Directors, where she spoke to women’s groups about career development, and currently serves on the Junior Achievement of Mid-Michigan Board of Directors as the Volunteer Chairperson. Additionally, Ammerman actively volunteers by mentoring MSU students and speaking to student groups, among other community initiatives. Ammerman received a Bachelor of Business Administration from Northwood University and a Master of Business Administration from Michigan State University. MSUFCU has an asset size of over $3.41 billion, over 232,000 members worldwide, and more than 730 employees. It is the largest universitybased credit union in the world. In 2016, MSUFCU was recognized as one of Fortune’s 50 Best Workplaces for New College Grads, as well as the #1 Top Workplace in the large employer category on the Detroit Free Press Top Workplaces list. Also in 2016, MSUFCU was selected as one of the nation’s Best and Brightest Companies to Work For® and Best and Brightest in Wellness™ by the National Association for Business Resources. Additionally, MSUFCU was recognized as fifth in the nation for its financial education program by the National Youth Involvement Board, and received the Lansing Regional Chamber of Commerce Regional Growth Award in 2016. MSUFCU has a national reputation for excellence, winning the 2014 National Association of Federal Credit Unions National Credit Union of the Year award.
Chuck Frederick
Chuck Frederick
Director of Retail and Small Business Banking
Midland States Bank
Billie Jo Cardenas
Billie Jo Cardenas
Vice President of Retail & Marketing
USE Credit Union
Joseli Wright
Joseli Wright
Retail Banking Strategy Assistant Vice President
SECU of MD
Joseli Wright is AVP, Retail Banking Strategy/Member Experience at SECU Credit Union, Maryland’s largest Credit Union with $3.2 Billion in Assets. Over twenty years of financial services industry experience in retail banking strategy, retail network transformation, organizational development, sales and service, engagement, ATM, ITMs, retail store distribution, branding and customer experience. She has led SECU’s transformation from traditional teller delivery to Interactive Teller machines. She holds a Master’s Degree in Human Resources and a Bachelor’s Degree in Organizational Development. Joseli completed Harvard’s Design Thinking & Darden’s Challenge of Transformational Leadership Certifications and is currently pursuing her CCXP Certification.
Mark Jurilla
Mark Jurilla
Senior Vice President, Retail & Business Banking
The Village Bank
Karen Serinis
Karen Serinis
Executive Vice President
Canandaigua National Bank
Todd Morrill
Todd Morrill
Senior Vice President- Manager, Treasury Special Projects
Texas Capital Bank
Rik Kielbasa
Rik Kielbasa
Chief Digital Officer
Truliant Federal Credit Union
Randy Bresee
Randy Bresee
Vice President of Member Experience
Rivermark Community Credit Union
Donald Peaks
Donald Peaks
SVP – Chief Experience Officer
First Commerce Credit Union
Kris  King
Kris King
Vice President – Retail Operations
WSECU
Lisa Leeper
Lisa Leeper
SVP/Branch Operations
Tinker Federal Credit Union
Krystal Adams
Krystal Adams
VP of Member Experience
Tuscon Federal Credit Union
Kari  Solomonson
Kari Solomonson
Vice President, Retail Team Leader
People's State Bank
Veronica Maxey
Sr. Manager, Branch Sales and Member Experience
University Federal Credit Union
Carson L'Appetito
Carson L'Appetito
Chief Operating Officer
SunWest Bank
Terri Baker
Director of Retail Operations
Oregon Community Credit Union
David Puente
David Puente
Assistant Vice President Branch Administration
FirstMark Credit Union
Elizabeth Zilis
Assistant Vice President Relationship Banking Support Manager
Countryside Bank
Ryan Jenkins
Ryan Jenkins
Next Generation Catalyst
Next Generation Catalyst
I am a Millennial keynote speaker and author. I equip organizations and leaders with the next generation leadership, branding, and communication skills needed to thrive in today’s multi-generational marketplace. My mission is to help leaders become tomorrow’s leaders today. As a result, I speak and write on the fundamental shifts the Millennials (Generation Y) are causing in the areas of leadership, communication, technology, work culture, and branding. Other topics covered are productivity, change, and social media. I also have a podcast called, “Next Generation Catalyst Podcast” where I cover similar topics by interviewing some of today’s top thought leaders. 5 years ago I began researching, collaborating with industry experts, and interviewing 100s of Millennials to better understand their behavior, strengths, employer expectations, and career desires. This lead me to write the book, “The GenEdge: Leveraging Millennials With A Next Generation Mindset,” which empowers leaders to think different about the emerging generation in order to capitalize on their size and unique skills. Now I share my insights from the stage where I have spoken alongside fellow thought leaders from iconic brands like MTV, Facebook, and Uber for the last 7+ years. I also share my insights as a contributor for Business 2 Community, Firmology, and Socialnomics, on my blog and podcast. When I’m not speaking and writing, I am frequently misspelling words in text messages, attempting to become an average golfer, and religiously cheering on the Denver Broncos with my wife, Ashley, and yellow labrador, Bauer, from our home in Atlanta, GA.
Rosemary Hill
Senior Consumer Technology Retail Banking Innovation Lab Vice President
Bank of America
Steve  Langley
Steve Langley
Senior Vice President Member Services, Chief Retail Officer
Schools Financial Credit Union
Mike Tippets
Mike Tippets
Vice President Of Media Services And Solutions
Hughes Network Systems, LLC
Jeffrey Baker
Jeffrey Baker
President, CCO
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Arthur Gilmore
Arthur Gilmore
President & CEO
Gilmore Group
Visionary brand designer Arthur Gilmore has more than 30 years of experience managing major design programs for leading banks around the world. His expertise and cross-industry experience in strategy development, design ideation, big-picture thinking, and design execution has helped bolster numerous companies to higher profitability. Mr. Gilmore has held executive positions at Henry Dreyfuss Associates, Teague, and Interbrand. He has worked with clients in multiple industries including: Bank of America, Santander, Capital One, Wells Fargo, Wachovia, American Airlines, Johnson & Johnson, BMW, Honda, Disney, Heinz, Walgreens, and many others.
Marco  Magnini
Marco Magnini
Senior Manager, Distribution Cost Transformation SME
Accenture
Marco is a Senior Manager in Accenture FS who focuses on Accenture Distribution & Marketing Services for Financial Services clients across North America as well as globally. Marco has relevant experience in distribution and advisory model transformation for FS in a 13 years’ management consulting career.
Adrien Kirschfink
Adrien Kirschfink
Global Branch Transformation Lead
Accenture

Adrien Kirschfink is Accenture’s Global Branch Transformation Lead. Based in New York, Adrien focuses on helping Accenture’s Banking & Insurance clients in shaping their Distribution Strategy & Transformation infusing Digital Technology into existing capabilities, processes and helping with the behavioral mindset shift of customers and employees. He has extensive experience working with leaders in both North America and Europe in transforming their Sales, Service, Marketing and Distribution. Adrien is passionate about the human face of banking and the huge impact people have and will continue to have in an ever more digital world.

Karla  Bednar
Karla Bednar
Managing Director, North America Distribution & Branch Transformation Lead
Accenture
Karla Bednar is a Managing Director with 14+ years’ experience partnering with leading US financial services companies to architect and deliver strategic transformations, focused on branch and selfservice banking. Karla currently manages Consulting sales and delivery as part of the Distribution and Marketing practice. Karla is responsible for the growth and strategic direction of Accenture's business at several large NA Banks with expertise in Digital, Branch, Contact Center and Core technologies and focused on the new IT agenda.
Sean Keathley
Sean Keathley
President
Adrenaline
As President of Adrenaline, Sean brings a wealth of experience from the worlds of Marketing, Business Development, Management and Client Relations. Sean’s leadership ultimately integrates all of Adrenaline’s retail disciplines, from strategy and planning to design and implementation. His expertise lies in project development for retail design and brand enhancement projects that accelerate growth and build sustainable competitive advantage for our clients.
Gina Bleedorn
Gina Bleedorn
Chief Experience Officer
Adrenaline

As Executive Director of Adrenaline, Gina leads Brand Experience Strategy for clients and the agency. Her areas of focus include brand and marketing strategy, retail environments and holistic experience solutions. Adept in both traditional and interactive design, Gina has delivered outstanding brand and environmental solutions for financial institutions and retailers around the country.

Richard Benson
Richard Benson
Creative Managing Director
Allen International
Over 25 years’ experience in the creative industry Richard has spent the past 18 years specializing in creative solutions and designs for Financial Services at allen international. Originally starting his career at allen international as a senior designer, before progressing into his present role of Creative Managing Director, Richard has been responsible for directing the development of original brands and interior concepts for a diverse range of retailers and banks alike. His primary focus has been on creating innovative customer experiences that ensure a consistent and rewarding interaction across both digital and physical channels. He has extensive experience working with executive leadership in financial institutions across Europe, Canada, South America and the Middle East.
John McKenna
John McKenna
Vice President of Business Development
Kiran Analytics
John McKenna leads business development for Kiran Analytics in the US. He leads the teams that deliver Kiran’s predictive analytics driven branch transformation and workforce optimization solutions to retail banks. Prior to joining Kiran, Mr. McKenna held leadership positions in several financial services companies. He served as the President of PayCommerce — an innovative open payments network. McKenna also served as President of ETP, Electronic Transactions Partners. Prior to that, McKenna was Senior Vice President of Harland Clarke where he led the national sales division. His broad executive leadership experience includes rapidly growing sales as well as completing successful business transformations. Prior to his civilian career, McKenna served as an officer in the U.S. Marine Corps.
Leo Rinaldi
Leo Rinaldi
Director, Marketing & Distribution Strategy
Novantas
Matt Lilya
Matt Lilya
Vice President of Business Development
Ventus Global Network Solutions
As VP of Business Development for Ventus, Matt Lilya helps financial institutions achieve complex networking and connectivity goals. Bringing his extensive business development experience to key verticals in finance and retail, Matt retains a genuine passion for taking care of clients and finding the best solution to meet their needs
Len Gaulin
Len Gaulin
Senior Account Executive
Ventus Global Network Solutions
Len Gaulin is a Senior Account Executive for Ventus with over 30+ years’ experience selling comprehensive networking solutions to distributed enterprises. With a core focus on national retail banks and financial institutions, Len has helped some of the largest banking institutions in North America achieve their strategic networking and communications goals
Elizabeth Robillard
Elizabeth Robillard
Event Director
Future Branches
As an Event Director at Worldwide Business Research, Elizabeth oversees the organization of four business conferences per year. Conference organization includes conducting extensive phone research with 60+ industry experts per event, using call notes to compile a three day conference program that encapsulates top research takeaways, confirming a roster of 40-50 industry leading speakers for each program, working with our marketing team to write effective copy for all outbound marketing messages, coordinating with sales and logistics teams to ensure the best possible onsite experience and prepping for and running the live event. Most recently, she has taken over conference production for WBR’s customer experience vertical, which includes planning and executing the flagship event Next Generation Customer Experience- a cross industry event that attracts 400 CX practitioners yearly as well as the Future Branches conference, an event for retail banking and credit union innovators. Prior to serving as event director, Elizabeth was assisting the events department with industry research and planning and executing industry webinars for WBR Digital. She currently lives in New York City.

Our Speakers

We're already at work booking an industry-leading roster of speakers for 2017 - keep an eye on this page for updates.

If you would be interested in being a part of Future Branches, we would love to hear from you.

Click Here to view the list of speakers from our 2016 event.